Top Charlotte, NC Financial Services Companies (49)
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Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and diverse communities by strengthening their financial institutions. Q2 prioritizes innovation, collaboration and celebrating our employees who make our mission successful. Q2 is a national "Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps
Based in Charlotte, DebtBook helps finance teams in local government, higher education, and healthcare manage their debt, leases, and subscriptions in the cloud, driving efficiency, collaboration, transparency, and informed decision-making within their organizations. Built by the industry and for the industry, DebtBook enables organizations to easily implement new accounting standards, such as GASB 87 and GASB 96, and maintain ongoing compliance.
Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. And its digital platform, the Home Equity Dashboard, empowers homeowners to make informed financial decisions about their home and take action on those decisions with confidence, speed, and ease. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.
Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
At Synchrony (NYSE: SYF), we’re changing what’s possible for people and businesses every single day. From offering financing options to creating innovative tech, we help make shopping go smoothly across a variety of industries, like retail, auto, travel and home. Synchrony is one of the largest issuers of store credit cards in the United States. We help consumers pay over time for important expenses, issue co-branded cards for small- and medium-sized business credit products, as well as offer consumer savings products through Synchrony Bank. So, how can we change what’s possible for you?
Global Endowment Management (GEM) is a leading outsourced Chief Investment Office (OCIO) providing institutional investment capabilities for endowments, foundations, and other long-term investors. For over fifteen years GEM has stewarded the financial assets of our clients to enable them to fulfill their missions. GEM's history is deeply rooted in endowment-style investing, with today's approach modernized to offer custom solutions tailored to each client's unique investment needs. For more information, visit www.globalendowment.com.
Bourne Partners is a financial services firm specializing in the pharma, pharma services and consumer health sectors. Located in Charlotte, North Carolina, the company offers investment banking and advisory services, as well as direct investment opportunities. As owners and operators with over 15 years of experience, Bourne Partners strives to enrich the lives and improve the health and well-being of their partners and patients across the globe by facilitating the efficient movement of capital through the global healthcare sector. Bourne Partners currently operates two distinct business segments, which enjoy valuable synergies. Bourne Partners Investment Banking Bourne Partners Investment Banking division provides investment banking services within the healthcare and life sciences sector for both external clients as well as our portfolio companies. Bourne Partners has worked alongside some of the leading strategic and Private Equity companies including Cerberus, Cinven, Irving Place Capital and The Carlyle Group. Specialties include mergers and acquisitions, sell and buy-side transactions, licensing and partnering opportunities, equity and debt capital, and strategic consulting. Bourne Partners Strategic Capital Bourne Partners Strategic Capital partners with and invests in pharmaceutical and pharmaceutical services companies and management teams where we can add long term strategic value. Select investments include AMRI, Covis Pharma S.à.r.l., iNova Pharmaceuticals, Millicent Pharma, King Pharmaceuticals, Novitium Pharma, and WelldyneRx among others.
Based in Charlotte, North Carolina, Summit Park is a private investment firm focused on the lower middle market. We invest across a wide range of industries, including services, consumer and industrial growth, and target businesses with revenue between $20 and $100 million, or EBITDA between $4 and $15 million. We strive to be the partner of choice for owners, entrepreneurs, and management teams who share our passion for building companies of extraordinary value. Our capital typically serves as the catalyst for change and/or growth. Change might come in the form of the transfer of ownership from a corporate parent or less active shareholder to a capable and committed management team, or the transition of leadership from one generation to the next. Our capital, resources, and insights also assist in the development and implementation of growth strategies, such as an industry consolidation plan or product, service line, or geographic expansion.
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.
At PrimeLine we want to give you all the tools so you can be confident in the lending process and ensure you get the best possible deal. You have access to all of our lenders' products so you can find the loan that best suits your needs. Our loan experts are trained to teach you what you need to know about Real Estate Finance to help you avoid paying costly fees and truly save you money. We also understand that your time may be even more valuable than money so we have invested in the technology and the services to make the loan process efficient and seamless from start to finish. NMLS Consumer Access: https://nmlsconsumeraccess.org/
Miller, McNeish & Breedlove, PLLC is an accounting firm in Charlotte, NC offering tax preparation and financial consulting services. The firm has been in existence since the mid-70s, and is currently managed by two operating partners. We specialize in offering financial services to high net worth families and individuals, as well as small to mid-size businesses. We don’t focus on any particular industries; currently, our client base includes real estate developers, real estate holding companies, broadcasters, television stations, professional sport athletes, legal practices, medical practices, restaurants and shopping centers. Our highly-experienced, knowledgeable CPAs excel in providing exceptional financial services tailored to our clients’ unique needs. Our range of services offerings include: ● Taxation ● Family business consulting ● Litigation support ● Cost segregation studies ● Assurance ● Corporate outsourcing and consulting ● Estate, gift and trust planning ● Bookkeeping and accounting services Our managing partners and employees take pride in always offering the consistently high-quality custom-tailored financial services our clients have come to expect from our CPAs. Looking for an opportunity to further develop your career as a CPA? The partners and managers at Miller, McNeish & Breedlove, PLLC. strive to create and maintain a challenging and rewarding work environment. Employee benefits at our firm include: ● Competitive salaries ● Discretionary bonuses based on performance ● Flexible work environment ● Paid time off ● Comp time for tax season hours ● Paid holidays ● Disability and life insurance ● Financial assistance with certification exams ● 401(k) with employee contribution ● Medical insurance coverage ● Free parking
ProSidian is a Management and Operations Consulting Firm focused on providing value to clients through tailored solutions based on industry-leading practices. We help forward-thinking clients solve problems and improve operations. ProSidian has a reputation for its strong CONUS/OCONUS practice spanning six Enterprise Solution Areas, including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Human Capital. Launched by former Big 4 Management Consultants, our Multidisciplinary Engagement Teams bring together talents of nearly 190 professionals nationally to complete a wide variety of services for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through the design and execution of operations core to delivering value to customers. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value. When we say “Structured Approach To Strategic Solutions,” we mean services deployed across the enterprise; through On-Demand Resources, targeting drivers of economic profit (growth, margin, and efficiency); and aligned at the intersections of assets, processes, policies, and people are delivering value.
Founded in 1999, Adhesion Wealth is a pioneer and industry leader in creating integrated, single-source managed account solutions customized to meet your business needs. Our intuitive tools help advisors provide SMA and UMA portfolios, bringing increased scale and flexible solutions to the forefront of your practice to help you provide better outcomes. Adhesion's multi-custodial UMA platform helps you provide clients with multiple products, models, and managers in a single account. Our integrated platform offers powerful options for creating sophisticated investment portfolios to address a wide range of market conditions and client objectives. The Adhesion platform not only offers customized solutions but a potential revenue stream through Direct and Personal Indexing. Direct indexing gives clients broad exposure to an asset class, like large-cap equities. Rather than buy a mutual fund or ETF, investors own the individual stocks that comprise an index. The customization comes in when advisors tweak which index components they buy—or don't buy—and in what proportions. We can also help you achieve tax alpha by incorporating pre-trade tax-aware considerations to ensure that client portfolios remain closely aligned with their investment goals and balance that with optimizing tax opportunities to help enhance after-tax total return. Adhesion's customizable overlay solution can address unique tax circumstances in a tax-efficient manner through tax-loss harvesting, gain/loss matching, avoiding wash sale violations, and delaying a trade until a short-term position goes long-term if there is no offset. Learn more: [email protected] Headquartered in Charlotte, NC, Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. with $9.5 billion in UMA assets under management. Our focus is enabling advisory firms to scale growth and maintain focus on client satisfaction. Adhesion Wealth Advisor Solutions, Inc. is an investment adviser registered with the U.S. SEC.
Summit Advisory Group has hundreds of years of combined experience in financial services. Our professionals specialize in providing necessary information and guidance to help their clients implement financial objectives. For many, understanding every aspect of personal finance can be daunting and the decisions can be overwhelming. That’s where Summit Advisory Group comes in. Whether your goal is saving for retirement, college savings or estate strategy, our personalized services focus on your needs, wants and financial goals and objectives. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. We look forward to working with you through all the stages of your life. Summit Advisory Group takes pride in knowing that we have helped many people pursue the type of financial future they dreamed about. For more information about our firm and our services, please call. We would love to learn more about your goals and dreams. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org), 5925 Carnegie Blvd., Suite 300, Charlotte, NC 28209 (704) 554-6404. Summit Advisory Group is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC96313(0717)p
Barings is a $382+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. *Assets under management as of 6/30/21
Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm was founded in 2006 by Hugh McColl, Jr., the former Chairman and CEO of Bank of America, and Marc Oken, the former CFO of Bank of America.
Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. We leverage creative technology and innovation to make the homebuying journey more approachable and understandable. Our company is made up of driven, passionate people who bring their unique backgrounds and perspectives to everything we do. We are committed to fostering diversity, multiculturalism, and inclusion. We see the value in each person's perspective and recognize their talents, regardless of what the market says. We believe it's important to nurture a company culture that encourages curiosity and passion—from employee resource groups and learning opportunities to team outings and community outreach.
Advanced Markets Group (AMG) was established in 2006. AMG developed its Direct Market Access (DMA) model enabling qualified individuals and institutions to trade directly on prices streamed live by the world’s leading FX banks and ECN platforms, all via a robust technology infrastructure with front-end and FIX API trading interfaces. Advanced Markets does not maintain a dealing desk, does not take position risk and does not re-quote or re-price transactions. The firm is institutionally-owned by Macquarie Bank, BGC Partners and firm management and is headquartered in Charlotte, North Carolina, USA. AMG is licensed in the UK by the Financial Conduct Authority (FCA) and in Australia by ASIC.
Lucrum Consulting, Inc works with business owners and accounting teams of mid-sized, locally owned companies to create, measure and manage their financial resources – leveraging them to their greatest impact.
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